Paraplanner Lichfield - office based Salary negotiable to around £45K plus company benefits Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm? We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation, currently seeking a talented Paraplanner to join their team in Lichfield. About the Role: As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients. Your role will involve providing comprehensive support to ensure that clients receive first class financial advice and services. Key Responsibilities: Research & Analysis: Conduct thorough research and analysis of financial products and services, ensuring all recommendations are suitable for clients' needs. Report Preparation: Prepare detailed and compliant financial planning reports, ensuring they are accurate and tailored to individual client requirements. Client Support: Work closely with Financial Planners to manage client relationships, attending meetings and supporting with technical queries. Regulatory Compliance: Ensure all advice and documentation meet regulatory standards and are up to date with the latest industry changes. Collaboration: Collaborate with the wider team to ensure seamless service delivery and support the growth objectives of the firm. What We’re Looking For: Proven experience as a Paraplanner within the financial planning industry. Strong knowledge of financial products, investment strategies, and tax planning. Excellent analytical and report writing skills. A professional qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable, although candidates working towards this qualification will be considered if they have relevant experience. High level of accuracy and attention to detail. Ability to manage multiple tasks and work effectively in a team environment. What’s on Offer: A competitive basic salary of up to £45,000, with discretionary bonuses. Company benefits package Opportunities for professional development and career progression within a growing firm. Full exam support to Diploma or Chartered